Mastering Independence: Data Aggregation and Client Management with Sam Kingston

11/10/23 • 28 min

In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Kingston from Arch, a SaaS platform serving family offices and RIAs, to discuss the transition of financial advisors from large firms to independent practices. They cover the challenges of data aggregation and investment management for affluent clients, the benefits of early engagement with platforms like Arch, and the technological strides independent advisors are making to provide sophisticated services rivaling those of wirehouses.
Sam Kingston
LinkedInWebsite

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Mastering Client-Centric Financial Transitions with Anthony Mlachnik

In this episode of RIA Collective, host Charlie Van Derven sits down with financial expert Anthony Mlachnik in a reflective conversation about the complexities and nuances of navigating client-focused transitions in the financial industry. Anthony shares his professional journey, emphasizing the importance of a meticulously professional approach and the virtues of patience in ensuring decisions align with clients' best interests.
Anthony Mlachnik
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Niche Mastery in Finance with Emily Haberkern

In this episode of RIA Collective, host Charlie Van Derven sits down with Emily Haberkern of Evangelista & Associates to discuss the triumphs and trials of niche marketing within the financial advisory sector. Emily recounts her path to alignment with the firm's values and the unique approach to servicing university employees, emphasizing the importance of specialized knowledge and targeted service in a competitive industry. They tackle the topics of gender dynamics in finance and the benefits of a supportive RIA community.
Tune in to gain strategic insights on carving out a niche and understanding the impact of focused marketing on client trust and growth.
Emily Haberkern
LinkedInWebsite

RIA Collective - Mastering Independence: Data Aggregation and Client Management with Sam Kingston

Transcript

Charlie Van Derven00:00:16.889

Thank you for tuning into another episode of RIA Collective. I'm your host, as always, Charlie Van Derven. We're taking a little different angle today. We're going to talk about some family offices in that independent space, and I've got the perfect guest for that. My guest today is Sam Kingston. Amongst a whole bunch of other stuff, interesting things I learned about Sam, family business, all kinds of stuff we talked about, He's also an